Financial Planner
Current
Aug 2024 - Present
AeroLeads people directory · profile
Jacob Gall Email & Phone Number
Financial Planner at Modern Dollar Planning
at
Modern Dollar Planning, LLC
1 work email found
@modern-dollar.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner at Modern Dollar Planning
Location
Greater St. Louis, United States, United States
Company size
Who is Jacob Gall? Overview
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Quick answer
Jacob Gall is listed as Financial Planner at Modern Dollar Planning at Modern Dollar Planning, LLC, a company with 3 employees, based in Greater St. Louis, United States, United States. AeroLeads shows a work email signal at modern-dollar.com and a matched LinkedIn profile for Jacob Gall.
Jacob Gall previously worked as Financial Planner at Modern Dollar Planning, Llc and Associate Wealth Advisor at Collop Capital. Jacob Gall holds Bachelors Of Business Administration (Bba), Economics And Finance, Entrepreneurship from Mckendree University.
Company email context
Email format at Modern Dollar Planning, LLC
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{first}@modern-dollar.com
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AeroLeads found 1 current-domain work email signal for Jacob Gall. Compare company email patterns before reaching out.
Profile bio
About Jacob Gall
Jacob Gall is a Financial Planner at Modern Dollar Planning at Modern Dollar Planning, LLC. He possess expertise in time management, financial literacy, trained in salesforce, trained in microsoft excel, trained in microsoft word and 6 more skills.
Listed skills include Time Management, Financial Literacy, Trained In Salesforce, Trained In Microsoft Excel, and 7 others.
Current workplace
Jacob Gall's current company
Company context helps verify the profile and gives searchers a useful next step.
Modern Dollar Planning, Llc
8 roles
Jacob Gall work experience
A career timeline built from the work history available for this profile.
Associate Wealth Advisor
Collop Capital
Jun 2023 - Aug 2024
Graduate Student
I completed my MBA coursework in May of 2023, earning high grades in courses covering finance, management, marketing, and accounting.
Aug 2022 - May 2023
Director Of Client Services (Intern)
Distributed account service forms to and communicated with clientsManaged the advisor's scheduleObserved financial planning meetings between advisors and clientsParticipated in economic outlook conference calls with market research firmsResearched and selected a marketing firm suitable to the advisor’s needsCompleted Series 65 courseworkRan analyses of.
Feb 2022 - Aug 2022
Sand Volleyball Referee
Officiated volleyball matchesFacilitated timely execution of volleyball matchesMaintained sports equipment and courts
May 2018 - Jul 2022
Archford Capital Intern
Draft and conduct analysis of various reports on client trading, investment fees, client suitability, and investment management for compliance purposes.Observe client facing meetings and shadow relationship managers.Learn about overall market behavior, estate planning, and asset allocation methods. Prepare and distribute performance reports and onboarding.
Jan 2019 - Dec 2021
Amusement Activities Attendant
Centerfield Park
Operated go kart tracks and vehiclesManaged batting cages and miniature golf courses
Jun 2017 - Aug 2018
Owner
Belleville Sport Support
Short-term business that designed and screen-printed T-shirts for Althoff Catholic High School sports fans, featuring particular sports, as well as individual athletes.
Sep 2017 - Apr 2018
2 education records
Jacob Gall education
Bachelors Of Business Administration (Bba), Economics And Finance, Entrepreneurship
High School Diploma
FAQ
Frequently asked questions about Jacob Gall
Quick answers generated from the profile data available on this page.
What company does Jacob Gall work for?
Jacob Gall works for Modern Dollar Planning, LLC.
What is Jacob Gall's role at Modern Dollar Planning, LLC?
Jacob Gall is listed as Financial Planner at Modern Dollar Planning at Modern Dollar Planning, LLC.
What is Jacob Gall's email address?
AeroLeads has found 1 work email signal at @modern-dollar.com for Jacob Gall at Modern Dollar Planning, LLC.
Where is Jacob Gall based?
Jacob Gall is based in Greater St. Louis, United States, United States while working with Modern Dollar Planning, LLC.
What companies has Jacob Gall worked for?
Jacob Gall has worked for Modern Dollar Planning, Llc, Collop Capital, Mckendree University, Visionary Wealth Advisors, and Silver Creek Saloon.
How can I contact Jacob Gall?
You can use AeroLeads to view verified contact signals for Jacob Gall at Modern Dollar Planning, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jacob Gall attend?
Jacob Gall holds Bachelors Of Business Administration (Bba), Economics And Finance, Entrepreneurship from Mckendree University.
What skills is Jacob Gall known for?
Jacob Gall is listed with skills including Time Management, Financial Literacy, Trained In Salesforce, Trained In Microsoft Excel, Trained In Microsoft Word, Trained In Microsoft Powerpoint, Trained In Microsoft Outlook, and Trained In Black Diamond.
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